Overview

Aliases allows Customer Success Managers (CSMs) to make the visual charts in their business review decks more contextual and easily understandable for the target audience such as the Sales Director or a CEO, etc.

Example Business Use Case: For instance, a CSM wants to present a report to the Sales Director on the customer categories defined as per their annual revenue. Admin builds a report on the customer categories defined as per the business stages. For example, here the customers are categorized as: New customer, Launched, Adopting, Will Churn, Churn, etc. But, while sharing the report with the Sales Director, CSMs can use this feature to rename Will Churn as Attention Required, Churn as Lost Opportunity, etc. to make the report more contextual and understandable.

Aliases can be configured on the following data types:

• String
• Picklist
• Boolean

Configure Aliases

To configure Aliases in Reports:

1. Navigate to Insights > Report Builder > Reports List.

2. Aliases can be configured on existing reports or can be assigned while creating a new report. To create new reports, click Create Report.

3. From the Select Object dropdown, select an object.

4. Add the required fields to Show Me and Group By.

5. Select the required chart visualization from the right pane and run the report.

6. For configuring Aliases in existing reports, click the Context menu and select Edit Report.

    Notes:

• Configure Aliases only after you RUN the report.

• Configure Aliases only on the fields added to Group By.

• If you wish to Pivot on the reports, make sure it is applied only after the labels are already configured with Aliases.

7. Click Settings/Gear icon on the Group By field to which aliases need to be configured.

8. Click Configure Aliases. The Configure Aliases window appears.

9. Enter the Alias Name you would like to assign for a value.
   Note: Configuring/entering the original and duplicate values in Aliases is not possible.

10. Click Save, and Run the report to see the Alias Names assigned in the previous step.

11. Click Save Report.
    Note: Configuring aliases will not have any impact on your original data.

Post Configuration of Aliases

Additional Resources

• Color Setting in Reports 
• How to Build Basic Reports 
• Reports and Dashboards Overview 
• Report List View and Settings